William A. Swendson II

William A. Swendson II

3.0
Rating: 9.6

Licensed for 52 years

Estate planning Lawyer at Oconomowoc, WI
Practice Areas: Estate Planning, Elder Law, Probate ... +2 more

1300 Summit Avenue, Suite 202, Oconomowoc, WI

About William

Biography

Practice Areas

5

Practice Areas

Elder Law 15%

41 years

15%
Probate 15%

52 years

15%
Real Estate 5%

52 years

5%
Tax 3%

52 years

3%

Fees and Rates

Cost

Retainer

Sometimes


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in Wisconsin for 52 years

State: Wisconsin

Acquired: 1973

Good Standing

No misconduct found

Location

Swendson/Fey Law Ltd.

1300 Summit Avenue, Suite 202, Oconomowoc, WI, 53066-3057

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William A. Swendson II's Reviews

Avvo Review Score

3.0 /5.0

2 Client Reviews

5 star (1)
4 star (0)
3 star (0)
2 star (0)
1 star (1)

Posted by Ambrose | May 28, 2024 | Hired Attorney

This review is from a person who hired this attorney.

They don't listen to what you want

Went to this place to get a trust for my properties and he asked me about all my other things I owned and I told him it wasn't worth anything. Long story short I was in his office maybe 3 hours top and it cost $4000 dollars. Didn't get anything out of it ,stay away from this organization unless y...ou have money to give to someone that doesn't listen to what you want.

Posted by Eric | January 27, 2010

Thorough and qualified.

I have had experience with Bill both as a colleague and as a client. He took time out of his busy day to address an urgent estate planning issue of mine providing my family and I with peace of mind during a recent hospitalization. I am impressed by his thorough approach. He is highly qualified in hi...s chosen field of practice and I do not hesitate to refer clients to him.

See All Client Reviews

William A. Swendson II's Lawyer Endorsements

Endorse William
David Nathan Iancu headshot
David Iancu

Trusts lawyer | Oct 22

Relationship: Fellow lawyer in community

"Attorney Swendson has a reputation for excellence throughout S.E. Wisconsin. I highly recommend this lawyer for anyone needing legal services in his areas of practice."

Emily A. Fey headshot
Emily Fey

Estate planning lawyer | Jan 27

Relationship: Worked for lawyer

"Bill Swendson is my mentor. He has worked with me since 2004. I can attest first-hand to his brilliance as an estate planning attorney and the broad respect he commands among fellow attorneys, accountants, financial planners and, most importantly, his clients."

Anthony J. Menting headshot
Anthony Menting

Estate planning lawyer | Jan 27

Relationship: Worked for lawyer

"Bill Swendson is recognized by attorneys, accountants and financial planners as one of the best estate planning attorneys in the Midwest. Whether dealing with complex estates involving tax planning and asset protection or something simpler, Bill is renowned in his analytical ability and his ability to clearly explain the issues, the planning opportunities, the risks and rewards."

Eric T. Raskopf headshot
Eric Raskopf

Estate planning lawyer | Jan 27

Relationship: Fellow lawyer in community

"I endorse this lawyer's work. I have had experience with Bill both as a colleague and as a client. He took time out of his busy day to address an urgent estate planning issue of mine providing my family and I with peace of mind during a recent hospitalization. I am impressed by his thorough approach. He is highly qualified in his chosen field of practice and I do not hesitate to refer clients to him."

View All Endorsements
Emily A. Fey headshot
Emily Fey

Probate lawyer

Eric T. Raskopf headshot
Eric Raskopf

Criminal defense lawyer

Anthony J. Menting headshot
Anthony Menting

Divorce and separation lawyer

Experience

Rating:  9.6 (Superb)

Honors

2010

Nominated Top 10 Small Businesses of the Year, Waukesha County Chamber of Commerce

2010

FIVE STAR Wealth Manager - Estate Planning, Milwaukee Magazine

2009

AV Rated - superior national rating, Martindale-Hubbell

2008

AV Rated - superior national rating, Martindale-Hubbell

2007

AV Rated - superior national rating, Martindale-Hubbell

2006

AV Rated - superior national rating, Martindale-Hubbell

2005

AV Rated - superior national rating, Martindale-Hubbell

1971

Fellow, National Science Foundation

1969

Fellow, Newberry Library

Work Experience

1983 - Present

President, Swendson/Menting Law Ltd.

1974 - 1982

Partner, Johnson, Brendemuehl, Swendson & Georgeson

1973 - 1974

Associate, Arthur, Tomlinson, Gillman & Tracers, S.C.

Associations

2010 - Present

Herbert J. Mueller Society, Greater Milwaukee Foundation

Member

2009 - Present

Village of Lac La Belle

President

2008 - Present

WealthCounsel Advisors

Member

2006 - Present

WealthCounsel

Member

1996 - Present

National Academy of Elder Law Attorneys

Member

1986 - Present

Estate Planning and Probate Section of the Waukesha County Bar Association

Co-founder and board member

1974 - Present

Waukesha County Bar Association

Former Director

1973 - Present

American Bar Association

Member

1973 - Present

State Bar of Wisconsin

Member

2003 - 2009

Office of Lawyer Regulation

District 2 Investigative Committee

Sample of Legal Cases

Hine v. Vilter, 88 Wis. 2d 645, 277 N.W. 2d 772, 1979 Wisc. LEXIS 1971

Judgment affirmed

Wendt v Blazek, 2001 WI App 91, 242 Wis. 2d 722

Judgment affirmed

In Re Ingersoll, 80 B.R. 912, 1981 Bankr. LEXIS 4950

Judgment in favor of client.

Wolf v. Sachse, 75 Wis. 2d 147, 248 N.W. 2d 407, 1977 LEXIS 1410

Judgment affirmed

See More Legal Cases

Education

1989

University of Wisconsin, Milwaukee

MA - Masters

1973

University of Wisconsin Law School

JD - Juris Doctor

1970

Lawrence University

BA - Bachelor of Arts

Speaking Engagements

2007

Estate Planning Series sponsored by the United Church of Christ

basic estate planning

2004

Basic Estate Planning sponsored by the Oconomowoc Memorial Hospital Foundation

basic estate planning

2001

Estate Tax Reform sponsored by the Oconomowoc Memorial Hospital Foundation

estate tax

2001

Advanced Estate Planning sponsored by the Oconomowoc Memorial Hospital Foundation

advanced estate planning

2000

Basic Estate Planning sponsored by the Oconomowoc Memorial Hospital Foundation

basic estate planning

1999

Planning for Distributions from Qualified Retirement Plans sponsored by the Rock River Financial Planning Association

qualified retirement plans

1999

End of Life planning: Uses of Durable Powers of Attorney sponsored by St. Jerome Church

end of life planning & powers of attorney

1999

Basic Estate Planning sponsored by the Oconomowoc Memorial Hospital Foundation

basic estate planning

1999

Basic Estate Planning sponsored by Prudential Insurance

basic estate planning

1998

Roth IRA: Six Secrets for Building Financial Independence sponsored by Baird

Roth IRA

1998

New Choices for IRAs sponsored by M&I Bank

IRA

1998

New Choices for IRAs sponsored by First Bank Oconomowoc

IRA

1995

Basic Estate planning sponsored by United Church of Christ

basic estate planning

1992

Modern Real Estate Practice sponsored by the Real Estate Institute

real estate

1991

Use of Trusts sponsored by Paine Weber

Trusts

1990

Use of Trusts sponsored by Paine Weber

Trusts

1987

Estate Planning for the Terminally Ill and Disabled sponsored by the American Cancer Society

terminally ill & disabled planning

1986

Wisconsin Marital Property Act for CPAs sponsored by the Wisconsin Institute of Certified Public Accountants

marital property

1984

Tax and Negotiating Considerations for Structured Settlements sponsored by Oberweis Securities

structured settlements

Publications

1989

Journal of State Taxation Wisconsin's Attempts to Extend the Sales and Use Tax to Services: Florida Revisited

1985

University of Wisconsin-Milwaukee Estate Planning Symposium Use of Disclaimers in Post Mortem Estate Planning

Languages

English

Activity

Avvo Rating

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